Waiting for spicy dividends. Recalled last qr "Based on the committed property sales of RM260 million as at 20 September 2024, including land sales at NCIP of RM115.9 million."

@Sardin don't put all your eggs in plantation. based on your comments, all plantation counters :)

Crescendo still have 2591 acres of landbank in Johor, is this number correct? even after latest sale?

PE 20x = RM35.50

Beyond my prediction, UP broke rm33!!

From selling frozen roti to selling IT equipment. talk about 360 degree turn. owners using funds from its public listed vehicle to invest in private business. big red flag

Big red flag

to those who like to go in and out. UP is best to hold tight and do nothing.

10 quarters of consecutive y-o-y profit growth!

My average cost is 8.78 :)

RM30 soon. Congrats everyone!

Kind of funny why some people make observation/assumption basing on own narrow's view instead of looking at the facts and figures. someone prefer to eat roti canai at mamak store does not mean somewhere in the world (which comprises a vast lands of people) other people behave the same (i.e. prefer to eat at mamak store). Typical flaw of sampling where you pick one small sample size to derive an accurate representation of a much larger population.

GST potentially reintroduced in coming budget

CPO 4,350

Rio Tinto, second world largest mining company is seeking to improve its profit margin and return on capital by switching to lower cost renewable power.

Press metal already has favourable cost structure to protect its margins. With their latest acquisition in PT Kalimantan Alumina Nusantara, PMetal has effectively locked in 75% of its alumina requirement, ensuring a stable supply of raw materials, and potentially logistics savings.

Aluminum futures already rose past $2,560 per tonne in late September, its highest in over three months, and tracking the strong momentum for other base metals as fresh economic stimulus from China supported the demand outlook for key industrial metals.

China massive stimulus (monetary + fiscal) will boost industrial demand. Hold on to your PMetal

PPA contracts ending between 2034 and 2040

FCF grew 199% over last 5 years. Last year were record high FCF of more than RM2mil. Anticipate PMetal to turn net cash in two years time with growing FCF in coming years as high capex cycle already over.

Trailing 12 months EPS = 182.50 sen
Even at current price of 27.48, PE is only 15x. I noticed other far inferior plantation stocks are being priced higher than 15x.

I always hunt for smell of blood on the street, thankfully collected at 4.40.

Even at current price, the yield is 7%. Globally, everywhere is cutting interest rates. We are entering the next phase of low yield economic environment. The search for yield reckons, UP is the best place to park your capital. If yield drops to 4% risk free rate, their equity value per share has to go up to RM47.50.

You don't sell PBBANK unless it is screaming overvalued like 2.5x BV.

RM300mil annual free cash flows and increasing dividends. What else you want?

CGS new SOP TP 19.10

YTD FFB grew 9% y-0-y. very impressive. 2H FFB production even better. 1H FCF already 30 sen or 270mil. Net cash above 1bil. This company worth at least RM4.

Expect increasing dividends in the future. FCF RM293 mil. RM154mil used to repay borrowings.

Similar to last year, FCF RM241mil, repaid borrowing RM155mil and RM31 dividend payout. Borrowings in B/S left RM194mil. Another 1 year FCF will wipe that off from B/S.

New high above 12.40

1 billion net profit

Attractive interest rate differential and strong economic growth. Huge buying by foreign funds.

Wow Public Bank!!! Huge foreign funds buying.

No takers at 1.70. People selling at 1.59.

This is outright robbery. You are looking at a further 92% upside risk.

Inno do not own the plantation land. By right, Inno should trade at a discount to the rest of plantation owners.

RM8 is not within reach.

Looking at the price action, some of you have been selling.

Targeted fuel subsidies may drive demand for affordable EVs, potentially increasing hybrid and EV adoption in Malaysia. Xpeng G6 to be launched in August.

I'm holding tight to my shares bought in 2021.

PE only 4x. Full year EPS 23.44 sen

This is my dividend staples. 13% yield based on cost price.

Melaka CM says Chinese star Fan Bingbing's appointment as tourism ambassador to draw international tourists

https://theedgemalaysia.com/node/714690

Good for KPPROP's hospitality business in Melaka.
• Swiss-Garden Hotel Melaka • The Shore Sky Tower
• The Shore Hotel & Residences • The Sky Deli Restaurant
• Mio Boutique Hotel

Monopolistic business is the best! RM15 at least.

It's not the first time Tan Sri Surin takes company private. Check back MWE, another asset rich company who own stakes in WCE.

Eight consecutive y-o-y quarterly profit growth. You are paying 3.6x PE and 0.6x P/BV for this gem.

My cost adjusted for dividends is 5.62 and never sold a single share.

Poh Kong's last quarter net current asset value RM1.57 per share. this is the very minimum target.

Market reacted well to the acquisition. TA price target of 1.71 is still conservative at 0.7x of BV only.

Poh Kong's inventories worth RM859 million, almost double its current market cap. And these were valued at much lower gold price!

Zetrix's blockchain commercial deployment has reached its inflection point. Its initial intergration into China and Phillipines custom services will open the gateway to more cross-border blockchain trade facilitation services.

Looking at the price action and insider buying, coming quarter will be explosive.

Since the divestment of its education businesses in 2018, Paramount has been on the look-out for opportunities to participate in new business interests for diversification of its earnings base, both locally and outside of Malaysia, all of which are within its 2020-2025 strategic plan. It has, since then, invested in several start-ups in the digital space and has expanded its property development activities overseas through a joint venture with a developer in Bangkok, Thailand.

The Acquisition presents a timely and strategic opportunity for Paramount to accelerate its overseas expansion and diversification plan. It enables Paramount to have control over a sizeable stake of 21.54% in a well-established international property development company which is governed within the Malaysian legal and regulatory landscape that is familiar to Paramount. Currently, this opportunity outweighs all other opportunities available to Paramount for overseas expansion after taking into consideration the complexities of a direct investment in foreign property development projects.

In addition, the Acquisition provides an opportunity for Paramount to explore potential
collaborations with EWI and its management team to create synergies by leveraging on the respective expertise and experience of both parties as property developers.